QuestionQ75

Knowledge Management

After migrating to Lightning Knowledge, service representatives have found that they cannot create a Knowledge article when they close a case.

How should the consultant fix this issue?

  • A Inform users that the only way to create articles is from the Knowledge component.
  • B Assign service reps Read/Write/Create permissions, and add a quick action on the case to create a Knowledge article.
  • C Add the Manage Salesforce Knowledge permission to the user’s profile.
Explanation

In Lightning Experience, the option to create an article while closing a case is a Salesforce Classic capability. A consultant can instead create a quick action on the Case object that creates a draft Knowledge article and add that action to the Case layout. Representatives also need the applicable Knowledge object permissions, including Create and Read, to author articles.

Learn more

Community Discussion

No comments yet. Be the first to start the discussion!